M Wealth Management LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
36,170
-263
-0.7% -$7.72K 0.98% 19
2025
Q1
$955K Sell
36,433
-1,556
-4% -$40.8K 0.89% 18
2024
Q4
$944K Buy
+37,989
New +$944K 0.86% 18